Get a “Go-To” Financial Guide To Lead You To Business Success
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Does This Sound Like You?
Your business relies on you, or it all falls apart.
You're in a Catch-22. You want to grow your business but need cash to do so; but you can't get more cash without growing your business!
You don't have a simple way to know what's working - and what's not working - in your business.
You don't know what to do to have a growing and more profitable business.
What’s an outsourced CFO?
A CFO's (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business.
We'll give you one so that you can have more profit and more
cash flow than last year - every year.
All for one flat fee per month.
What A CFO Will Do for You
Track your profit and cash flow each month.
Analyze what's working - and what's not each month.
You and your CFO will meet for about an hour each month and they will give you two things:
A Scoreboard - a very clear way to understand the performance of your entire business.
An Action Plan - a short list of the most important next steps that need to happen that month.
...all so that you will stay on track to have a growing, more profitable, and successful business.
What Makes Us Different
Unlike business coaches or consultants, we understand the financial impact of every decision you make in your business and can give you financial guidance.
Unlike accountants or “fractional” CFOs we understand the entire business (not just the numbers!) and provide strategic guidance.
We will help you overcome overwhelm and stress because we want you to have a growing, more profitable and successful business.
With our packaged CFO service, you'll pay just one flat fee per month. No hourly billing. Just results.
What our clients say...
The 4 C’s
Complete Clarity: Know exactly what drive’s profitability and what drives cash flow. And know exactly how to do it.
Complete Guide: Cut 100s of years off the learning curve. Have an expert guide you on track to ensuring your business remains on the path to success.
Complete Growth: Align your goals with financial realities and make confident, informed decisions at a 10,000 foot view. Never worry about making decisions.
Complete Freedom: Experience freedom from day-to-day operations, giving you more time to focus on what matters most—growing your business.
Are you in the business owner’s trap?
There are three challenges facing business owners:
Challenge #1: You need cash to grow your business; but you don't know how to get more cash.
Challenge #2: You're an expert in your field, not necessarily an expert in business and financials.
Challenge #3: You don't understand the financial health of your business.
Because of these challenges, it's no wonder that most businesses fail.
So, how do you escape the business owners trap?
By transforming from an ‘industry expert’ who happens to run a business to running your business like a professional, with the numbers driving the decision making.
That's why we exist. We provide simple financial training and services just for business owners so you can have a growing, more profitable and highly successful business...
...all without the overwhelm that typically comes with understanding numbers and financials.
About Us
Dreamside Financial is made up of a team of outsourced CFOs (Chief Financial Officers) and business experts who have a heart for helping business owners succeed.
Led by founder Jake Erickson, our mission is to help 10,000 business owners:
- Increase profitability by 20%
- Get a clear picture of their business’s financial position
- And get back 100 hours of their time, per year
We specialize in helping small business owners have a growing and more profitable business.
We know first-hand what it feels like to be overwhelmed, lonely, confused, and frustrated.
But, we also know what it feels like to have a business that's financially healthy and is producing more revenue, more profit and more cash (that we can take out of the business) than ever before.
And, we're on a mission to help as many business owners as possible have that kind of a business.
A business where you can finally take time off.
A business where you can finally earn real money.
A business that works for you...
...instead of you working so hard for the business.
Schedule a Right-Fit Call
We may not be a right-fit for you. You also may not be a right fit for us.
The only way to tell is to schedule a 20-minute “right fit call”.
On this call, one our CFOs will learn more about your business and determine if it's a right fit for both of us.
If it is, we'll tell you more about our service, the fee and you can decide if it makes sense to continue.
The next step is to schedule your Right-Fit Call on the calendar below.
Our Process
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on...).
However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed. Period.
It's not enough to be an expert at your business. It's not enough to have an accountant. It's not enough to get a “business coach”.
What you need is someone that can do three things for you every single month.
Someone to track profit and cash flow.
Someone to analyze the strengths and weaknesses.
Someone to propose corrective actions
This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.
That's why we exist.
We created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.
We'll match you with a CFO who you'll meet with each month.
Your CFO will guide you through what we call the One Clear Path every single month.
The result: You'll know exactly what to do to have a growing, more profitable, and successful business.
There are three main stages to the One Clear Path.
Your CFO will start you at the bottom left with Stage 1.
Stage 1: Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
Stage 2: Your CFO will uncover what your vision is for your business, and, together, we'll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.
Stage 3: Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of “objectives” and “next steps”.
You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.
CFO Quick Chat Call
Book a quick chat and I’ll help you optimize cash flow, pinpoint profit drivers, and add 20% to your bottom line—all so you can scale confidently and make informed business decisions.
Complete Clarity: Know exactly what drive’s profitability and what drives cash flow. And know exactly how to do it.
Complete Guide: Cut 100s of years off the learning curve. Have an expert guide you on track to ensuring your business remains on the path to success.
Complete Growth: Align your goals with financial realities and make confident, informed decisions at a 10,000 foot view. Never worry about making decisions.
Complete Freedom: Experience freedom from day-to-day operations, giving you more time to focus on what matters most—growing your business.